SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
DWFI was delisted on the 17th of March, 2021.
24 hedge funds and large institutions have $96.3M invested in SPDR Dorsey Wright Fixed Income Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 3 closing their positions.
45% more capital invested
Capital invested by funds: $66.5M → $96.3M (+$29.8M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
4% more funds holding
Funds holding: 23 → 24 (+1)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$31.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.45M |
| 3 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
+$1.58M |
| 4 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$1.4M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$189K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$6.18M |
| 2 |
Morgan Stanley
New York
|
-$2.67M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$2.26M |
| 4 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
-$1.79M |
| 5 |
TSS
Two Sigma Securities
New York
|
-$401K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| – | -$222K | -9,241 | Closed |
|
27
Fidelity Investments
Boston,
Massachusetts
| – | +$25 | +1 | New |
|
DWFI Hedge Fund Activity: Q4 2020 in Review
24 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) for Q4 2020, worth a combined $96.3M — up 45% from $66.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DWFI positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 10 trimmed.
The largest buyer was Prospera Financial Services, adding an estimated $31.2M. The largest seller was Wells Fargo, cutting an estimated $6.18M.
- 24 institutional investors held SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) as of Q4 2020, up from 23 in Q3 2020.
- Funds reported $96.3M of SPDR Dorsey Wright Fixed Income Allocation ETF stock for Q4 2020, up 45% quarter-over-quarter.
- 4 funds opened new SPDR Dorsey Wright Fixed Income Allocation ETF positions in Q4 2020 and 3 closed out, a net change of +1 holder.
- The largest SPDR Dorsey Wright Fixed Income Allocation ETF buyer in Q4 2020 was Prospera Financial Services, an estimated $31.2M added.
- The largest SPDR Dorsey Wright Fixed Income Allocation ETF seller in Q4 2020 was Wells Fargo, an estimated $6.18M sold.
Based on aggregated 13F filings for Q4 2020.